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JNBA Financial Advisors’s Portland General Electric POR Stock Holding History

JNBA Financial Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-134
Closed -$6K – 1109
2016
Q3 		$6K Buy
+134
New +$5.8K ﹤0.01% 1184

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JNBA Financial Advisors's POR Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Portland General Electric (POR) in Q4 2016, closing a stake of 134 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in POR in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 275 funds tracked by Wall St. Rank hold POR as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Portland General Electric position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 134 Portland General Electric shares in Q4 2016, an estimated $6K.
  • JNBA Financial Advisors first reported a position in Portland General Electric in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Portland General Electric position peaked at $6K in Q3 2016.
  • 275 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.